Client Planning

We partner with professional advisors to ensure your client's financial and charitable goals are achieved

Your clients trust in you to create the perfect estate plan for their needs. You can trust in our charitable estate planning professionals to help you navigate the best giving options for your clients. We want to help your clients create a legacy that will provide for their loved ones, while continuing to achieve their philanthropic and financial goals.

Our complimentary services include:

  • Will and estate planning
  • Specific bequest language
  • Personalized plan illustrations
  • Mission and educational materials
  • Individual client assistance

The association also provides several continuing education opportunities for our professional advisor community including digital newsletters, annual tax pocket guides, publications and local events.

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Asset TV: Philanthropy in Advertising Today

Since the 2017 Tax Cut and Jobs Act altered the landscape for income tax deductions, philanthropy has become an important aspect of planning for financial advisors. Liz Claman and John Hayes, the SVP of Charitable Estate Planning at the American Heart Association, sit down to talk about those industry changes and the opportunities that including philanthropy in the planning process provides advisors and clients.

American Heart Association Tax Identification Number: 13-5613797